GCIM

Gunn & Company Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 28.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.41M

Top Sells

1
+$90.3M
2
+$88.8M
3
+$66.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$66M
5
JPM icon
JPMorgan Chase
JPM
+$63.9M

Sector Composition

1 Technology 16.5%
2 Financials 15.59%
3 Consumer Staples 13.05%
4 Consumer Discretionary 10.9%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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128
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129
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130
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133
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134
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-27,762
2 3 4 5
6